TWP

TFO Wealth Partners Portfolio holdings

AUM $568M
1-Year Est. Return 18.07%
This Quarter Est. Return
1 Year Est. Return
+18.07%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$521M
AUM Growth
+$15.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
211
New
Increased
Reduced
Closed

Top Buys

1 +$1.06M
2 +$927K
3 +$762K
4
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$329K
5
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$314K

Top Sells

1 +$1.73M
2 +$888K
3 +$797K
4
AMZN icon
Amazon
AMZN
+$535K
5
OC icon
Owens Corning
OC
+$361K

Sector Composition

1 Industrials 0.21%
2 Technology 0.11%
3 Financials 0.09%
4 Healthcare 0.09%
5 Communication Services 0.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$79K 0.02%
1,590
52
$74K 0.01%
189
+144
53
$69K 0.01%
2,070
54
$68K 0.01%
2,188
55
$68K 0.01%
200
+197
56
$67K 0.01%
+269
57
$65K 0.01%
2,446
58
$63K 0.01%
+1,017
59
$62K 0.01%
2,083
60
$60K 0.01%
400
-1,145
61
$57K 0.01%
+848
62
$52K 0.01%
+5,000
63
$51K 0.01%
+1,800
64
$44K 0.01%
300
-100
65
$44K 0.01%
+281
66
$37K 0.01%
667
+373
67
$35K 0.01%
1,228
68
$34K 0.01%
52
69
$33K 0.01%
+1,004
70
$33K 0.01%
456
-1
71
$32K 0.01%
1,500
-1,304
72
$32K 0.01%
+300
73
$32K 0.01%
+54
74
$27K 0.01%
+200
75
$25K ﹤0.01%
+410